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Cerity Partners
Louisville, KY; Louisville KY Office
Source: Cerity Partners careers · View original posting
From Cerity Partners's posting. “We” and “our” refer to the employer.
Our Strategic Engagement Team at Cerity Partners supports engagement across all service lines through business development and marketing efforts. The Relationship Managers primarily support our Workplace Solutions business through the prospecting, sale, implementation, and servicing of companies looking to provide financial planning benefit to their employees. The Relationship Manager develops and oversees the optimization and evolution of our corporate programs. They work alongside cross-functional teams to design strategic tactics
that drive growth.
Primary Responsibilities
Manages Workplace Solutions corporate financial programs; responsibilities include but are not limited to:
Responsible for supporting the strategic growth of our corporate programs through existing and new business
Leads and manages project initiatives: building project plans, managing project milestones, and seeing them through to completion
Responsible for collaborating on growth strategies within each relationship for both B2B and B2C growth.
Coordinates with cross-functional teams (i.e Marketing, Advisor Teams, Compliance, etc.) to execute project milestones
Curates Workplace Solutions external collateral (i.e. email drip campaigns, newsletters, flyers, invites, presentations) in concert with Advisor and Marketing teams
Assists advisors with the creation of benefits education, video scripts, presentation talk tracks, etc.
Prepares agendas for and facilitates all Workplace Solutions program recurring meetings (both internal and external)
Leads recurring meetings with advisor teams to provide updates and ideas to grow programs
Attends all internal and external meetings for the relationships they are responsible for Tracks and reviews program metrics to identify trends and potential gaps to evolve program efficacy
Manage relationships with corporate partners; responsibilities include but are not limited to:
Facilitate regular communication with our HR partners
Develop and present quarterly data detailing engagement, trends, and KPIs
Present solutions and strategies to evolve our programs to better meet the needs of the organization and their people.
Bachelor's degree required, with a concentration in business, project management, marketing/communications, or related field preferred
7+ years’ experience in account management, sales, or marketing
Compensation
$90,000 - $110,000
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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